In this Dialogue episode of The Synopsis, we provide an update for Perimeter Solutions, Constellation Software, and Copart. Plus a risk to Nvidia's dominance and a bit of history on fed rate cuts vs battling inflation. *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here . ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch...
Sep 12, 2025•57 min•Ep. 110
In this Dialogue episode of The Synopsis, we provide an update for Axon and Coupang after their 2Q25 results. You can find free versions of these updates below. Axon 2Q25 Business Update Coupang 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here . ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.co...
Sep 03, 2025•58 min•Ep. 108
In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from AppFolio. You can find free versions of these updates below. AppFolio 2Q25 Business Update *Expert Call Transcripts* If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here . ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help ge...
Aug 28, 2025•27 min•Ep. 106
This informative interview is with Ramneek Kundra , the Chief Investment Officer of DSP Pension Funds. In it we talk about investment philopsophy, portfolio construction and investing in the Indian stock market. You can learn more about DSP Pension Funds here. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*...
Aug 21, 2025•1 hr•Ep. 104
In this Dialogue episode of The Synopsis, Drew has a "dialogue" of one as he reviews 2Q25 earnings from Floor & Decor and Meta. You can find free versions of these updates below. Meta 2Q25 Business Update Floor & Decor 2Q25 Business Update **If you want to get a free trial to access >200k AlphaSense expert call transcripts, use this link here . ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellres...
Aug 08, 2025•32 min•Ep. 101
In this new episode format we give a very short briefing on financial news of the week. This draws on our new weekly newsletter called "The Investor's Briefing". If you wish to read it, you can find it here . ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense throug...
Aug 04, 2025•12 min•Ep. 100
In this Dialogue episode we talk about a Speedwell Memo: The Invisible Competitor: When Creating Value is Better than Fighting for It. Read the full memo here . *Sign-up* for our Exclusive Constellation Software interview with a Head of M&A from the Volaris Group here ! ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in orde...
Jul 30, 2025•47 min•Ep. 99
In this Dialogue episode of The Synopsis, we discuss Evolution's 2Q25 earnings. We also give an overview of regulated vs unregulated markets and different complexities of regulation and solving the Asia Cyber attacks.. Evolution 2Q25 Business Update This update quoted several expert call transcripts from Alpha Sense. You can get a free trial to read them for yourselve through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Pleas...
Jul 22, 2025•43 min•Ep. 98
In this insightful interview with Blue Box Asset Mangement's Porfolio Manager Mark Dainty we talk about precision medicine and life sciences, his investment strategy, and how he constructs a portfolio of "developers" vs "enablers". We also talk about 3 stocks in the fund. We hope you enjoy listening! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out...
Jul 08, 2025•1 hr 16 min•Ep. 97
In this Dialogue episode of The Synopsis, we give an update on Constellation Software and Copart after 1Q25 earnings (or fiscal 3Q25 for Copart) . Check out our written business updates for $CPRT and $CSU below! Constellation Software Business Recap 1Q25 Copart Business Update Fiscal 3Q25 (Calendar 1Q25) ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an a...
Jun 26, 2025•36 min•Ep. 96
In this Company episode of The Synopsis we draw on our 108-page research report on Airbnb; the company that pioneered the sharing economy and become a Silicon Valley poster child for what a succesful start-up can become. Having started as a means to pay rent, Airbnb quickly turned into one of the world's largest accommodations provider. In a matter of just a decade, Airbnb was able to host more guests than Hilton could in 100 years. However, despite their large impact in how tens of millions of ...
Jun 20, 2025•3 hr 44 min•Ep. 95
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum" Memo Link: Two Ends of the Strategy Spectrum 3rd Memo in the Series: Assessing Retail Strategies with The Inventory Value Capture Index on the Value Capture Index -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – A Bit About this Memo (3:49)...
Jun 13, 2025•20 min•Ep. 94
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is "The Consumer's Hierarchy of Preferences: The Other Side of the Consumer Value Prop" Memo Link: https://www.speedwellmemos.com/p/the-consumers-hierarchy-of-preferences 2nd Memo in the series on The Consumer's Hierarchy of Preferences 3rd Memo in the series on The Consumer's Hierarchy of Preferences -*-*-*-*-*...
Jun 06, 2025•22 min•Ep. 93
In this Dialogue episode of The Synopsis, we give an update on Perimeter Solutions and Dream Finders Homes after 1Q25 earnings. Check out our written business updates for $DFH and $PRM below! Dream Finders Homes 1Q25 Business Recap Perimeter Solutions 1Q25 Business Recap ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order t...
May 23, 2025•45 min•Ep. 92
In this Dialogue episode of The Synopsis, we give an update on Meta and Coupang after 1Q25 earnings. We also make some comments post Airbnb new summer announcement. Check out our written business updates for $META and $CPNG below! Meta 1Q25 Update Coupang 1Q25 Update Meta Company Deep Dive Podcast Episode ( Apple , Spotify ) Coupang Company Deep Dive Podcast Episode ( Apple , Spotify ) Last Memo Published: The Invisible Competitor ~*~ For full access to all of our updates and in-depth research r...
May 15, 2025•47 min•Ep. 91
In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below! Airbnb 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-...
May 08, 2025•39 min•Ep. 90
On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Evolution after 1Q25 earnings. Check out our written business updates for $CSGP and $EVO below! CoStar Group 1Q25 Business Update Evolution 1Q25 Business Update ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Evolution Extensive Research Reports, become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become...
May 01, 2025•59 min•Ep. 89
In this brilliant interview with Blue Box Asset Mangement's William de Gale we talk about everything from how to account for growth and financial modeling to his own clever and insightful mental models for tech investing. William deGale is the Lead Portfolio Manger of the Blue Box Global Technology Fund and, as of the end of March 2025, the fund has returned ~17% per annum since inception in 2018. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need hel...
Apr 23, 2025•1 hr 17 min•Ep. 88
In this episode of The Synopsis we read an excerpt from our extensive research report of Airbnb! If you prefer to read instead of listen to the memo, you can find access to the article below. Read the Excerpt here: https://www.speedwellmemos.com/p/airbnb-business-history *~* *Become a Speedwell Member or Purchase the Airbnb Single Report Here* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – Intro (0:40) –Memo Reading Starts (13:45) – Upcoming! -*-*-*-*-*-*-*-*-*-*- Purchase a Speedwell Membership to g...
Apr 18, 2025•14 min•Ep. 87
In this interview we talk to Simon Kold, author of On the Hunt for Great Companies . We talk about creating value versus extracting it, network effects, as well as specific businesses like Dolby Atmos and Ryanair. We hope you enjoy! *~*~*~*~* ~Speedwell Mentioned Memos~ The Piton Network: Decisions that Simultaneously Support and Limit the Future Decision Space What is a Fair Investment Assumption? What is a Great Business? *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Re...
Apr 16, 2025•57 min•Ep. 86
On this Dialogue episode of The Synopsis, we talk about the the potential impact of tarifs and the trade war, in addition to a RH 4Q24 Business Update. ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Note...
Apr 09, 2025•43 min•Ep. 85
On this Dialogue episode of The Synopsis, we answer listener questions and talk about RH, APi Global, Constellation Software, NVR, Dream Finder Homes, Axon, Copart, and a recent interview Drew Cohen gave with Compounding Quality. We hope you enjoy! Mentioned Memo: An Interview on Investing with Speedwell's Drew Cohen ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here . Please re...
Apr 03, 2025•43 min•Ep. 84
In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below. This weeks memo is an unedited reproduction of an interview with Speedwell's Drew Cohen that was orginally featured on Compounding Quality's newsletter. All questions are from Pieter Slegers of Compounding Quality. Read the Interview Transcript Here : https://www.speedwellmemos.com/p/an-interview-on-investing-with-speedwells *~...
Mar 28, 2025•27 min
On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Copart. Check out our written business updates for $CSGP and $CPRT below! CoStar Group 4Q24 Business Update Copart: 2Q25 Business Update (Calendar 4Q24) ~Mentioned Memos~ Accounting Memo: Alibaba, JD, and the $330bn Footnote ~*~ For full access to all of our updates and in-depth research reports, including our CoStar Group and Copart Extensive Research Reports, become a Speedwell Member here . Please reach out to inf...
Mar 27, 2025•56 min•Ep. 82
In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor . Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality businesses. We hope you enjoy! *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added...
Mar 25, 2025•1 hr 7 min•Ep. 81
On this Dialogue episode of The Synopsis, we give an update on Dream Finders Homes and Floor & Decor. Check out our written business updates for $FND and $DFH below! Dream Finders Homes 4Q24 Business Update Floor & Decor 4Q24 Business Update ~Mentioned Memos~ Home Depot Memo: Priced to Outperform Perfection For full access to all of our updates and in-depth research reports, including our Dream Finders Homes Exploratory Report and our Floor & Decor Extensive Research Reports, become ...
Mar 19, 2025•52 min•Ep. 80
On this Company episode of The Synopsis we draw on our 75-page research report on Axon Enterprises, a leading law enforcement technology provider, for a very in-depth break down of the company. Founder Rick Smith took a failed concept—the TASER—and not only created a succesful business around it, but made it become a mainstay of policing. Not content to just reinvent how policing worked in the field, Axon pushed into other critical areas of law enforcement like officer video, cloud-based data ma...
Mar 11, 2025•2 hr 50 min•Ep. 79
In this episode of The Synopsis we read an excerpt from our extensive research report of CoStar Group! If you prefer to read instead of listen to the memo, you can find access to the article below. Subscribe to Drew Cohen's YouTube Channel Here CoStar Group Memo Link: https://www.speedwellmemos.com/p/costar-business-history *~* *Become a Speedwell Member or Purchase the CoStar Group Single Report Here* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) – YouTube Announcement and Episode Formats (2:33) –Mem...
Mar 07, 2025•25 min•Ep. 78
On this Dialogue episode of The Synopsis, we give an update on Coupang and Perimeter Solutions. Check out our written business updates for $CPNG and $PRM below! Coupang 4Q24 Business Update Perimeter Solutions 4Q24 Business Update For full access to all of our updates and in-depth research reports, including our Airbnb and Evolution Extensive Research Reports, become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved researc...
Mar 04, 2025•44 min•Ep. 77
In this insightful conversation we talk with Philz Coffee Cofounder, Jacob Jaber , on what it was like to build and operate a coffee business from a single counter in a bodega to chain of 75 stores. Jacob talks about the many things he learned operating in the extremely competitive food and beverage industry, while also distilling his experience down to general business lessons that are highly applicable to many industries. We hope you enjoy it! *~*~*~*~* Get access to all of Speedwell Research'...
Feb 28, 2025•1 hr 8 min•Ep. 76
